quarta-feira, outubro 28, 2015

Mongo e os Golias

Um dos temas de eleição deste blogue é a reflexão sobre Mongo, sobre esse novo paradigma económico de mais diversidade, de mais tribos, de sucesso para as empresas pequenas. A ideia subjacente aos trechos que se seguem é uma das ideias deste blogue; o crescente sucesso das empresas pequenas leva as empresas grandes a dois tipos de reacção:

  • consolidação, uma tentativa de ganhar quota de mercado à custa de fusões e aquisições;
  • concentração nas actividades com mais sucesso e venda das restantes (exemplo recente e em curso da P&G)

"We’re living through an era of remarkable U.S. corporate consolidation. A recent USC study shows that across multiple and diverse markets, industries are 25% more likely to be “highly concentrated” than they were 20 years ago.
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Yet at the same time, America’s largest companies are more than twice as likely to lose market share than in 1980.
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Growing consolidation across multiple industries, but shrinking market share: What is going on? I believe that industry consolidation may be the death throes of mature industries as they struggle to compete with America’s return to a more entrepreneurial, craft economy.[Moi ici: Isto é Mongo]
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scale, “one of the last bastions from the competitive storm,” is no longer profitable or safe. [Moi ici: Isto é Mongo, o fim da escala como vantagem competitiva imediata] For a long time, technology gave big players a competitive advantage because no one else could afford to be big.
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But the radical connectivity of our digital world allows small businesses to collaborate in loose ways that give them capacities comparable to those of Walmart or Ford Motor Company.
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In my book, The End of Big, I argue that the collection of trends that comprises the end of big companies will, at its best, lead to the rise of a craft-centric economy. We’re seeing some of this already, with the rise of Etsy.com and the so-called “maker” culture.
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While this transition feels inevitable, it doesn’t mean the big companies will go without a fight. Companies such as Microsoft have enormous cash reserves that they can use to keep the ”end of big” at bay for a while. For many large companies, growing even larger provides seeming defense against the power of craft and the do-it-yourself attitude. Over time, however, smaller companies will be able to out-compete even the most powerful behemoths.
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But it’s not necessarily a winner-takes-all scenario. New strategies will emerge for bigger organizations. There is a new breed of “big” on whom the coming age of “small” is built: the platform players [Moi ici: É esperar pela próxima geração de plataformas] (like eBay, Etsy, Amazon, Apple, and Google) on whose platforms smaller businesses blossom.
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We’re moving, if we’re lucky, from the world of few and big to the world of small and many. We’ll either head there purposefully or we’ll be dragged kicking.” Far from seeing consolidation as a sign of strength, I view the recent spate of enormous deals as indication that big firms are desperate to forestall their demise. They are being dragged kicking into the future."
Reflexões sobre o tema e suas variações no blogue ao longo dos anos:


Trechos retirados de "Why More M&As Is a Sign That Scale Is No Longer an Advantage"

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